全职 Sales Associate 工作, 薪水, Vision Financial Group 公司招聘中 - Ricebowl

Company Description Vision Financial Group is a dynamic team of financial consultants focused on helping clients achieve healthier, longer, and better lives through tailored investment plans and protection solutions. The firm emphasizes highly personalized advice, building long-term relationships and trust with clients in a fast-moving financial landscape. Team members benefit from close mentorship by the founder and CEO, K. Venka, who brings over 30 years of experience and proven expertise in the industry. This combination of professional guidance and client-centric service creates a collaborative environment where sales associates can grow their careers while making a meaningful impact.
Role Description This full-time, on-site Sales Associate role is based in Singapore. The Sales Associate will engage with prospective and existing clients, understand their financial goals, and present suitable investment and protection solutions. Daily responsibilities include conducting client meetings, following up on leads, preparing proposals, and maintaining accurate records in the sales and client management systems. The role involves working closely with senior consultants to support sales strategies, participating in training sessions, and staying informed about market trends and product updates. The Sales Associate will also collaborate with internal teams to ensure a smooth onboarding experience and ongoing service for clients.
Qualifications

• Strong client relationship and communication skills, with the ability to explain financial concepts clearly and build trust.
• Sales and negotiation abilities, including experience in prospecting, handling objections, and closing opportunities.
• Basic understanding of investment and protection products, with willingness to learn and adapt to changing market conditions.
• Good organizational and time-management skills to handle multiple client accounts, meetings, and follow-ups efficiently.
• Comfort using CRM or sales tracking tools, and proficiency in standard office software (e.g., word processing, spreadsheets, presentations).
• Diploma or degree in Business, Finance, or a related field is advantageous; relevant industry certifications or licensing are a plus.
• Demonstrated integrity, professionalism, and a commitment to providing non-discriminatory, inclusive service to all clients.
• Previous experience in financial services or consultative sales is beneficial but motivated early-career candidates are also encouraged to apply.